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Is Now the Right Time for You to Make a Roth Conversion?
Roth IRAs Timing is everything with Roth IRA conversions. Whether it’s the right time for you depends on where you are in life. Are you still working? Retired? Have you lost your spouse? All of these considerations can play a role in your decision.
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5 Strategies for Tax Planning Now and in Retirement
tax planning Tax planning is one of the best things you can do to keep more money in your pocket in retirement. There are specific things to consider when planning for your taxes in the future.
tax planning -
Firefighters Face Unique Challenges with Deferred Comp
retirement planning Saving in your deferred compensation plan sounds like a great idea … until you get to the tax bill when it’s time to make your withdrawals. Considering that your pension is federally taxable as well, you may have some planning to do.
retirement planning -
There's Still Time to Save on 2020 Taxes
Tax Breaks The tax code didn’t change last year, but just about everything else did. We’ll guide you to a lower tax bill.
Tax Breaks -
5 Ways to Prepare for Higher Taxes Under President Biden
tax planning Will you be affected by tax changes in the future? Growing national debt, changes in Washington, and new policies on the horizon could impact you more than you might think. Here are five ways to prepare for higher taxes in the future.
tax planning -
When Roth Conversions Are the Right Move – and When They Aren’t
Roth IRAs Converting a traditional IRA to a Roth IRA can be a smart tax- and estate-planning strategy for some people, but it can be a mistake for others.
Roth IRAs -
I’m Not a Millionaire, But I Just Gave $250,000 to Morehouse College: Here’s How (and Why)
personal finance You don’t have to be a millionaire to make a generous charitable donation to a cause that means the world to you, just like I did. Here’s the strategy that enabled me to give $250,000 to Morehouse College, and how you might be able to do something similar.
personal finance -
Tax Wrinkles for Work-at-Home Employees During COVID-19
taxes Are your home office expenses deductible? How does going out of state to work for a while affect your tax picture? There are some interesting wrinkles to iron out.
taxes -
Making a Gift This Year? Some Key Questions to Consider
estate planning Gifting sounds pretty simple, but there are many ways to do it, and several tax ramifications to be aware of as well.
estate planning
